Page 59 - DCAC May 2024 Files

Executive summary

Overview

County of San Mateo 457 Plan Annual Contribution Report The assets and participant
Overview
counts presented are effective as
of period end. The assets do not
reflect any adjustments,
Average Annual Average Annual The assets and participant
counts below are effective as of
Calendar Year EE Pre-Tax Annual Growth ppt pre-tax ctrb EE Roth Annual Growth ppt Roth ctrb Grand Total Annual Growth dividends, corrections, or similar
period end. The assets do not
that are processed after period
reflect any adjustments,
2023 $35,029,981 4.0% $7,694 $8,746,367 5.8% $5,390 $43,776,349 4.3% end.
dividends, corrections, or similar
that are processed after period
2022 $33,687,807 5.0% N/A $8,264,122 11.8% N/A $41,951,929 6.3% end.
2021 $32,091,752 6.7% N/A $7,390,106 13.7% N/A $39,481,858 8.0%

2020 $30,067,893 10.4% N/A $6,497,642 22.4% N/A $36,565,536 12.3%

2019 $27,239,623 5.2% N/A $5,307,268 22.8% N/A $32,546,891 7.7%

2018 $25,887,919 10.8% N/A $4,321,567 18.2% N/A $30,209,486 11.8%

2017 $23,364,647 12.3% N/A $3,656,321 35.9% N/A $27,020,968 15.0%

2016 $20,802,457 $2,690,728 $23,493,186

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